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Automated export of pivot table

  • March 22, 2023
  • 7 replies
  • 277 views
xkylewrightx
Varsity III
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Hello-

I am wondering if anyone knows of a way to automate the export of a pivot table?

Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?

Thank you!!

Best answer by Bree612

Hi Kyle, I have added as an Idea. Please upvote. 

 

Kyle Wright CSW, Inc. | www.cswgraphics.com
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7 replies

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Jr Varsity II
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  • Bree612
  • Jr Varsity II
  • September 5, 2023

I’m looking for the same info. Did you ever get it figured out Kyle?

xkylewrightx
Varsity III
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  • xkylewrightx
  • Author
  • Varsity III
  • September 5, 2023

@Bree612 No unfortunately not :( sorry! 

Kyle Wright CSW, Inc. | www.cswgraphics.com
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Jr Varsity II
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  • Bree612
  • Jr Varsity II
  • September 5, 2023

Thanks for the update Kyle. I’ll keep digging. Maybe it will be available in an upcoming release. 

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Jr Varsity II
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  • Bree612
  • Jr Varsity II
  • Answer
  • September 6, 2023

Hi Kyle, I have added as an Idea. Please upvote. 

 

xkylewrightx
Chris Hackett
ricoybanez
Jr Varsity III
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  • ricoybanez
  • Jr Varsity III
  • September 7, 2023

You can use the Generic Inquiry, set the parameter on your specific Filters. You can export the output to Excel.

Rico P. Ybanez
Chris Hackett
xkylewrightx
Varsity III
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  • xkylewrightx
  • Author
  • Varsity III
  • September 7, 2023

@ricoybanez Thanks Rico, however we are looking for a way to automate the export of a pivot table. 

Kyle Wright CSW, Inc. | www.cswgraphics.com
drmccann
Freshman I
  • drmccann
  • Freshman I
  • June 1, 2025

Not a pivot table, but you can group a GI and use OData (e.g., Velixo) or Export Scenario

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Chris Hackett
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